Yonatan Ruffin

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-07-16
TX	RA	APPROVED	2023-07-13
VA	RA	APPROVED	2023-05-26

Branch Locations

5707 Seminary Rd, Baileys Crossroads, VA 22041 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Vienna	VA	12/2022	Present
Kenmos Structural Engineering	Addis Ababa		01/2020	11/2022
Asham Trade & Industry Plc	Addis Ababa		09/2019	11/2021
Unity University	Addis Ababa		09/2015	08/2019
Bank Of America N.A.	Vienna	VA	03/2023	Present

12/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vienna, VA
01/2020 → 11/2022

Kenmos Structural Engineering

Addis Ababa
09/2019 → 11/2021

Asham Trade & Industry Plc

Addis Ababa
09/2015 → 08/2019

Unity University

Addis Ababa
03/2023 → Present

Bank Of America N.A.

Vienna, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-25

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